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Heritage Wealth Management (Ohio)’s Chevron CVX Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.91M Buy
+23,561
New +$4.39M 0.97% 22
2026
Q1 		– Sell
-23,896
Closed -$3.64M – 172
2025
Q4 		$3.64M Buy
23,896
+62
+0.3% +$9.44K 1.01% 17
2025
Q3 		$3.7M Buy
23,834
+107
+0.5% +$16.6K 1.09% 16
2025
Q2 		$3.4M Sell
23,727
-1,377
-5% -$194K 1.1% 16
2025
Q1 		$4.2M Sell
25,104
-112
-0.4% -$17.5K 1.43% 12
2024
Q4 		$3.65M Sell
25,216
-175
-0.7% -$26.8K 1.21% 14
2024
Q3 		$3.74M Sell
25,391
-579
-2% -$86.2K 1.23% 13
2024
Q2 		$4.01M Buy
+25,970
New +$4.14M 1.34% 11

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heritage Wealth Management (Ohio)'s CVX Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Chevron (CVX) in Q2 2026: 23,561 shares worth $3.91M. The stake represents 0.97% of the portfolio and ranks #22 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in CVX as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in CVX in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.2M in Q1 2025. 4,122 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 23,561 shares of Chevron worth $3.91M as of Q2 2026.
  • Chevron was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • Chevron made up 0.97% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #22 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Chevron in Q2 2024 and has held it in 8 quarters since.
  • Heritage Wealth Management (Ohio)'s Chevron position peaked at $4.2M in Q1 2025.
  • 4,122 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.